MFS Blended Research Emerging Markets Equity Fund Class A
BRKAX
NASDAQ
| Weiss Ratings | BRKAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | BRKAX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | James C. Fallon (9), Matthew W. Krummell (9), Jonathan W. Sage (9), 1 other | |||
| Website | http://www.mfs.com | |||
| Fund Information | BRKAX-NASDAQ | Click to Compare |
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| Fund Name | MFS Blended Research Emerging Markets Equity Fund Class A | |||
| Category | Diversified Emerging Mkts | |||
| Sub-Category | Global Emerging Markets Equity | |||
| Prospectus Objective | Diversified Emerging Markets | |||
| Inception Date | Sep 15, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | BRKAX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.94% | |||
| Dividend | BRKAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 4.38% | |||
| Asset Allocation | BRKAX-NASDAQ | Click to Compare |
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| Cash | 1.49% | |||
| Stock | 98.51% | |||
| U.S. Stock | 1.56% | |||
| Non-U.S. Stock | 96.95% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | BRKAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -3.46% | |||
| 30-Day Total Return | -0.37% | |||
| 60-Day Total Return | 6.56% | |||
| 90-Day Total Return | 9.73% | |||
| Year to Date Total Return | 15.21% | |||
| 1-Year Total Return | 19.81% | |||
| 2-Year Total Return | 31.61% | |||
| 3-Year Total Return | 42.10% | |||
| 5-Year Total Return | 40.48% | |||
| Price | BRKAX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BRKAX-NASDAQ | Click to Compare |
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| Nav | $15.90 | |||
| 1-Month Low NAV | $15.90 | |||
| 1-Month High NAV | $16.58 | |||
| 52-Week Low NAV | $12.53 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $16.58 | |||
| 52-Week High Price (Date) | Jul 23, 2025 | |||
| Beta / Standard Deviation | BRKAX-NASDAQ | Click to Compare |
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| Beta | 0.97 | |||
| Standard Deviation | 17.05 | |||
| Balance Sheet | BRKAX-NASDAQ | Click to Compare |
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| Total Assets | 103.61M | |||
| Operating Ratios | BRKAX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.24% | |||
| Turnover Ratio | 58.00% | |||
| Performance | BRKAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 6.62% | |||
| Last Bear Market Total Return | -11.35% | |||